New from me on @reuters.com: Anthropic is starting to explore the possibility of designing its own chips, per sources. Details and more info in the story.

Nvidia acquisition of SchedMD sparks worry among AI specialists about software access A niche acquisition by Nvidia has raised concerns among artificial-intelligence and supercomputer specialists who see the move as a test of the biggest AI chip company's commitment to maintaining ​a f...

Hello everyone! This morning I managed to get Reuters to publish a word that I never thought it would: Slurm. Nvidia acquired SchedMD, the company that makes Slurm and the deal has generated a bunch of concern in the AI industry. Details and more info 👇

www.reuters.com/technology/n...

How a Silicon Valley dealmaker charmed Trump and gave Intel a lifeline It was a Thursday before dawn in Silicon Valley when Intel CEO Lip-Bu Tan found himself under attack by the president of the United States.

The 40 minutes with President Trump that saved Intel CEO Lip-Bu Tan's job and threw the struggling chip maker a lifeline reut.rs/4b6sDqr

sounds like well designed software. i've got a PC dock at work and i use it to connect to a couple of monitors... so far no issues, but it alarmingly did ask if it was ok if it recorded everything i do on my screen and audio too so…

oh god whats the issue with it? i have to use it at the office

The Panther Lake laptop chip on 18A would allow Intel to capture the healthy margin that the company used to achieve by manufacturing the chips it designed.

Only a small percentage of the Panther Lake chips printed via 18A have been good enough to make available to customers at this point.

18A is a crucial manufacturing process because it hoped success there would attract external foundry customers.

Exclusive: Intel struggles with key manufacturing process for next PC chip, sources say The production process that Intel hoped would pave the way to winning manufacturing deals and restore its edge in churning out high-end, high-margin chips is facing a big hurdle on quality as it puts newer technologies to the test, two people briefed on the matter told Reuters.

Intel has struggled with its crucial 18A manufacturing process and yields have increased to 10% this summer from 5% late last year, according to sources. Defect density is 3X what the industry standard is to begin high-volume production, which is slated for this year. Details 👇

Nvidia says US export controls on AI to China were 'a failure' U.S. export controls on artificial intelligence to China were a failure, Nvidia Chief Executive Jensen Huang said on Wednesday.

Nvidia's CEO articulates some of the challenges and failures of U.S. AI chip export control policy.

We will continue to update this story with more information as the Computex Q&A progresses.

TAIPEI-NVIDIA CEO: NVIDIA'S CHINA MARKET SHARE DROPPED FROM 95% AT THE START OF BIDEN ADMINISTRATION TO 50% TODAY

TAIPEI-NVIDIA CEO: U.S. AI CHIP EXPORT CONTROLS TO CHINA WERE A FAILURE

Yeah it’s somewhere in the PR or some such

Sounds like more are coming, yes (but those sectors weren't covered by reciprocal tariffs)

SENIOR WHITE HOUSE OFFICIAL: TRUMP PLANS OTHER SECTORAL TARIFFS FOR SEMICONDUCTORS, PHARMACEUTICALS AND POTENTIALLY CRITICAL MINERALS; THOSE ALSO WON'T BE COVERED BY NEW REGIME

Exclusive: Quantum computing startup PsiQuantum raising at least $750 million, sources say Quantum computing startup PsiQuantum is raising at least $750 million at a $6 billion pre-money valuation, according to two people familiar with the matter.

Details, more info:

SCOOP: QUANTUM COMPUTING STARTUP PSIQUANTUM RAISING AT LEAST $750 MILLION AT $6 BILLION VALUATION, SOURCES SAY

Lip-Bu Tan's Intel | Oxide and Friends | Episode 10 Intel has a new CEO! And it's Lip-Bu Tan. We had assumed it would not be Lip-Bu--he was such a clear front-runner that the more time passed the less likely it seemed it would be him... and yet! Bryan ...

The latest Oxide and Friends is up: @bcantrill.bsky.social and I spoke with @reuters.com's @chernandburn.bsky.social about Intel's new CEO, Lip-Bu Tan, and what might be in store for the company. share.transistor.fm/s/59bf46b3

Oxide and Friends 3/17/2025 -- Lip-Bu Tan's Intel YouTube video by Oxide Computer Company

Intel has a new CEO and it's Lip-Bu Tan! He was such an obvious front-runner that we assumed the more time that passed, the less likely it would be him. And yet! @bcantrill.bsky.social and I were joined by @chernandburn.bsky.social to discuss youtu.be/-sYvYYSxz2Y

Exclusive: Arm recruits from customers as it plans to sell its own chips Arm has begun recruiting from its own customers and competing against them for deals as it pushes toward selling its own chips, according to people familiar with the matter and a document viewed by Reuters.

Details, more info in the story below.

EXCLUSIVE-ARM SEEKS TO RECRUIT EXECUTIVES FROM CUSTOMERS FOR CHIP DESIGN EFFORT

I CANT HELP IT

ARM 'DISAPPOINTED' IN VERDICT, SAYS IT INTENDS TO SEEK RETRIAL OF LAWSUIT AGAINST QUALCOMM - STATEMENT

U.S. JUDGE ASKS ARM AND QUALCOMM TO MEDIATE AFTER MISTRIAL, SAYS NIETHER SIDE HAS CLEAR VICTORY IF CASE IS TRIED AGAIN

U.S. JURY FINDS QUALCOMM DID NOT BREACH NUVIA'S LICENSE AGREEMENT WITH ARM

U.S. JURY DEADLOCKED ON WHETHER NUVIA BREACHED LICENSE AGREEMENT WITH ARM AFTER QUALCOMM ACQUIRED NUVIA

U.S. JURY FINDS QUALCOMM CUSTOM CPUS ARE LICENSED UNDER ITS DEAL WITH ARM

U.S. JURY IS DEADLOCKED ON ONE OF QUESTIONS IN ARM'S LAWSUIT AGAINST QUALCOMM BUT IS STILL DILBERATING

Intel CEO Pat Gelsinger steps down from struggling chipmaker Intel Chief Executive Pat Gelsinger has stepped down less than four years after taking the helm of the company, handing control to two lieutenants as the faltering American chipmaking icon searches for a permanent replacement.

Intel CEO Pat Gelsinger is out

Nvidia fourth-quarter revenue estimate fails to impress Wall Street Nvidia forecast fourth-quarter revenue slightly above estimates on Wednesday, but still failed to meet lofty expectations of some investors who have made it the world's most valuable firm.

Nvidia is still forecasting growth, but it's lower than some had hoped, mostly because of supply issues - story with @chernandburn.bsky.social and Arsheeya Bajwa over at @reuters.com - www.reuters.com/technology/a...

Special Report: Inside Intel, CEO Pat Gelsinger fumbled the revival of an American icon The firm fell short of high expectations, lost contracts and failed to deliver products.

Hi everyone! Just wanted to welcome all the people that began to follow me.

Mostly I write about semiconductors and AI. And recently, with several colleagues, we published an investigative story about Intel CEO Pat Gelsinger's time running the company. Check it out: